What kind of plan is right for you and your family?

Are you feeling like Goldilocks when trying to figure out if you need a Last Will & Testament or Living Trust?Maybe a Will feel like it's "too cold", and a Trust feels like it's "too hot".There's got to be something that's "just right," right?Find out the "just right" plan for you with this quiz.

Quiz Questions

1.
Select all the goals that are important to you
- A.
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  Name legal guardians to take care of my kids
- B.
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  Protect and provide for my spouse after I pass away
- C.
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  Protect my kids from their future poor life choices
- D.
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  Make sure my medical choices and decisions are followed
- E.
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  Make sure my kids from different marriages receive inheritances
- F.
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  Keep my financial and family information private after I die
- G.
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  Ensure my partner and kids have immediate access to my money
- H.
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  Plan for death taxes if I have more than $11 million in assets
- I.
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  Make sure my business continues to run smoothly

Quiz Outcomes

1.
Children's Action Plan
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2.
Last Will and Testament
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3.
Revocable Living Trust
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